Business Details
Trusted Sharia Financial Advisers in Preston
Established over two decades ago, Sage Financial Management has been at the forefront of providing independent financial advice tailored to Islamic investment principles. Our expertise lies in offering Sharia-compliant solutions for personal, business, and pension funds, addressing the growing demand for ethical and socially responsible financial products. With a focus on serving high-net-worth individuals and SMEs, we bridge the gap in accessible Sharia banking by providing access to UK Islamic bank accounts typically reserved for ultra-high-net-worth clients. Our team of certified professionals delivers unbiased advice, leveraging a comprehensive understanding of both conventional and Islamic finance to meet diverse client needs. We prioritise transparency, risk-sharing, and compliance with Sharia principles, ensuring investments align with Islamic values while delivering competitive returns.Backed by authorisation from the Financial Conduct Authority and FSCS protection up to 85,000, we combine regulatory compliance with deep sector expertise. Our national presence enables ongoing support for clients, including medical professionals and business owners, through personalised financial education and tailored investment strategies. We specialise in demystifying complex pension schemes, retirement planning, and navigating tax implications, empowering clients to secure their financial future. With over 2,000 satisfied clients, our commitment to ethical investing and client-centric service has earned us strong industry recognition and trust.
Services
Sharia-Compliant Investments
Pension Planning
Financial Advice
Portfolio Management
Islamic Banking Solutions
Highlights and features
- We offer 20+ years of experience in Sharia-compliant financial advisory services.
- We provide access to exclusive UK Islamic bank accounts for SMEs and corporates.
- Our advice is fully regulated by the Financial Conduct Authority with FSCS protection.
- We specialise in tailored pension and retirement planning for high-net-worth clients.
- We combine Islamic finance principles with competitive market analysis and transparency.
Associations and certifications
- Financial Conduct Authority
What people say
Sound and impartial advice
Extremely professional approach
Honest and reliable guidance
Tailored to individual needs
No-pressure manner
Services
Sharia-Compliant Investments
Our Sharia-compliant investment services ensure financial growth while adhering to Islamic principles. We avoid interest-based transactions and prohibited industries, focusing on profit-sharing and ethical ventures. Clients benefit from diversified portfolios aligned with Islamic law, offering competitive returns through rigorous market analysis and scholar-guided product selection.
Pension Planning
We specialise in simplifying complex pension options, including state, occupational, and personal schemes. Our advice helps clients navigate tax implications and regulatory changes, ensuring optimal retirement income. By tailoring strategies to individual needs, we maximise long-term financial security while maintaining Sharia compliance.
Financial Advice
Our independent financial advisory services cover investment analysis, tax planning, and estate management. We provide impartial guidance across the full market, prioritising client education and transparency. With expertise in both conventional and Islamic finance, we deliver solutions that balance ethical considerations with financial objectives.
Portfolio Management
We offer strategic portfolio management to optimise returns while managing risk. Our approach combines Sharia-compliant asset allocation with ongoing performance monitoring. Clients receive regular reviews and adjustments to ensure their investments remain aligned with evolving financial goals and market conditions.
Islamic Banking Solutions
We facilitate access to exclusive Islamic banking products, including business savings accounts and trade-based financing. These solutions prohibit interest and harmful industries, promoting ethical finance. Our partnerships with leading institutions ensure clients receive innovative, compliant banking services tailored to their operational needs.
People
Ahmed
Director
Director at Ahmed Eye Care Optical with nationwide operations. Relies on Sage Financial Management for impartial investment and pension advice, praising their flexibility and clear communication.
Dr Baki
Director
Director of Delta Care Limited in Preston. Commends the firm's professional approach, honest guidance, and commitment to explaining complex financial matters in accessible terms.
W Yasin
Director
Director at Riley Moss Chartered Accountants in Preston. Highlights the company's tailored service, professional delivery, and no-pressure advisory style as key strengths.
Questions
What is Sharia-compliant investing?
Sharia-compliant investing avoids interest-based transactions and prohibited industries, focusing on ethical profit-sharing ventures approved by Islamic scholars.
Do you offer pension planning services?
Yes, we specialise in state, occupational, and personal pension planning, ensuring Sharia compliance and long-term financial security.
Is my money protected?
Yes, investments up to £85,000 are protected by the Financial Services Compensation Scheme (FSCS) under UK regulatory framework.
Can SMEs access Islamic banking services?
Yes, we provide SMEs access to UK Islamic bank accounts typically reserved for high-net-worth clients, promoting ethical business finance.
How do I schedule a consultation?
Contact us via phone or email to arrange a flexible meeting, with options for in-person or virtual financial advisory sessions.
